Filed April 27, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,330 | $148,978-9.8% | $200,582-33.0% | $84,808+58.4% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 14.05% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,269 | $4,815+9.4% | $6,419-17.9% | $2,631+100.3% |
| Participant deferral / active EE | $6,158 | $7,142-13.8% | $9,331-34.0% | $4,212+46.2% |
| Admin fee / account holder | $44,290 | $13,977+216.9% | $16,305+171.6% | $7,344+503.1% |